There are times when you need to manually add an application like when an applicant completes a paper application. You can easily do so in Aptly in order to screen applicants.
In this article, you will learn:
- How to enter a manual application
How to Enter a Manual Application
At any point, you can manually enter an application to the applicants board. You’ll need to ensure that you have all necessary information to run the screening from the applicant: full legal name, email, phone number, Social Security Number, and Date of Birth. This would be a great time to verify their forms of identity to make sure that it’s accurate and valid.
- Navigate to the Applicant Board. In the top left corner of the page, click on New Applicant.
- To link the applicant to the correct location in Aptly, click on the Filters button below the search bar to ensure that the selected location is being pulled from the Rentable Locations or Units board. Select the desired location and the move-in date for the applicant.
- Click +Add button under Applicants to add the Primary Applicant.
- Enter all required details: first and last name, email, phone, Social Security Number, and date of birth.
This is a great moment to verify the applicant’s identity against their government issued ids.
- In the Housing Section, you will need to add the applicant’s current address and indicate the housing type (Rent, Own, Staying with friends/family).
- If the applicant rents, the monthly rental amount will need to be added.
- There will be a field to indicate if your organization has permission to contact their previous landlord. When selected, a consent pdf is created and shared with the landlord when a manual email is sent to the landlord contact.
- Add Work Experience. There are 4 options: Full-time/Part-time, Contracting/Self-Employed, Other, and Government Income. For Full-time/Part-time employees, the applicant can consent to contacting their employer. Similar to the landlord consent, a pdf consent form will be automatically generated when emailing the employer.
- Add documentation. You can drag and drop or upload files required for the application (pay stubs, IDs, signed consent forms, etc.)
- Click Save. The applicant is now added to the Household. You can add additional applicants and minors using the steps above.
- Add Vehicles. Here you’ll add all of the details of each vehicle for the applicant(s).
- Add Pets. With a manual application, PetScreening.com is not part of the workflow. You can manually send the applicant(s) an email to complete their PetScreening.com once the application has been completed.
- Once all details have been added, click Save to save the household application. The application will now appear on your Applicants list under Pending Screening and screening can be run.
